Controlled Group Form 5500-EZ?

[DPSRich]

Doing a DFVC program for a 1 Participant Defined Benefit Plan. The Corporation is a member of a controlled group as was reported on the last 5500 filed. Since this Plan is a 1 Participant Plan it meets the EZ criteria. When looking at the instructions under Plan Characteristics code 3H is an available answer so I would think an EZ can be filed? Also, any problem switching to an EZ from a full 5500 with Schedules I, R and B? Forms last filed in 2007. Client has been over $250,000 for each year.

Thanks for your help and assistance.

[Belgarath]

I don't see a problem switching to an EZ for anyone eligible to file an EZ.

I'm not certain from your post - you refer to the DFVC program, but EZ filings aren't eligible for DFVC, as that is a DOL program. The IRS has a similar program for EZ filers - pretty much the same thing, but it is governed by Revenue Procedure 2015-32.

[DPSRich]

Sorry, you are of course correct about it being IRS NOT DFVC.

Thank you for your input, very much appreciated.